Archives for 2011
While many individual investors may view the underperformance of foreign equities in 2011 as a rationale for concentrating their portfolio in U.S. holdings, we believe the opposite: Today’s depressed valuations in foreign markets may provide an attractive opportunity to further decrease portfolio risk by marginally increasing the non-U.S. allocation.
Our profession is often misunderstood. When a new acquaintance inevitably asks: “What do you do?” I say that I’m a CPA and a financial planner with an independent, fee-only wealth management firm – I help families with their financial decision-making. “Wealth management, huh?” This typical response is followed by comments about
If your last financial market update consisted of reviewing a September 30 quarterly statement, you'll be happy to learn that October delivered the best stock returns in almost 20 years. This serves as a healthy reminder of both the unpredictability of the markets and the value of disciplined rebalancing.
I am pleased to introduce to you our inaugural Annual Report – an update on the state of our firm and reflection on twelve months of Truepoint’s growth and development. Historically we have presented this information exclusively at our Annual Client Meeting in the form of a “firm update.” However, we
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser. Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.